Civic Intelligence

Penfield Symphony Orchestra Inc.

990 • Fiscal year 2019 • EIN 22-2517865

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 11, 2019

Organization ProfileN/A
1587 Jackson RoadPenfield, NY 14526

(585) 872-0774

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

72nd percentile

0.04x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

83rd percentile

0.11x

Higher debt load relative to revenue than 83% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

24%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

85th percentile

$24,960

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 23.6% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

62nd percentile

9.8%

Faster asset growth than 62% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

59th percentile

6.8%

Faster revenue growth than 59% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$307,239

Up $27,385 (+9.8%) from 2018

Net Assets

Up

$295,964

Up $25,302 (+9.3%) from 2018

Liabilities

Up

$11,275

Up $2,083 (+23%) from 2018

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin79th percentile

Revenue

Up

$105,577

Up $6,718 (+6.8%) from 2018

Expenses

Up

$80,376

Up $1,296 (+1.6%) from 2018

Net Income

Up

$25,201

Up $5,422 (+27%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $188,637Liabilities 2011: $7,957Net Assets 2011: $180,6802011Assets 2012: $194,557Liabilities 2012: $3,185Net Assets 2012: $191,3722012Assets 2013: $231,102Liabilities 2013: $1,968Net Assets 2013: $229,1342013Assets 2014: $263,575Liabilities 2014: $1,784Net Assets 2014: $261,7912014Assets 2015: $262,927Liabilities 2015: $10,593Net Assets 2015: $252,3342015Assets 2016: $247,929Liabilities 2016: $11,267Net Assets 2016: $236,6622016Assets 2017: $259,900Liabilities 2017: $9,018Net Assets 2017: $250,8822017Assets 2018: $279,854Liabilities 2018: $9,192Net Assets 2018: $270,6622018Assets 2019: $307,239Liabilities 2019: $11,275Net Assets 2019: $295,9642019Assets 2020: $345,480Liabilities 2020: $13,929Net Assets 2020: $331,5512020Assets 2021: $466,007Liabilities 2021: $3,928Net Assets 2021: $462,0792021Assets 2022: $387,294Liabilities 2022: $3,789Net Assets 2022: $383,5052022Assets 2023: $408,993Liabilities 2023: $3,768Net Assets 2023: $405,2252023Assets 2024: $1,188,161Liabilities 2024: $3,278Net Assets 2024: $1,184,8832024

Highlighted filing

2019

Assets$307,239
Liabilities$11,275
Net Assets$295,964
Open 2019 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.0M$500K$0-$500KRevenue 2011: $127,780Expenses 2011: $59,171Net Income 2011: $68,6092011Expenses 2012: $55,9662012Expenses 2013: $49,9132013Revenue 2014: $88,762Expenses 2014: $56,105Net Income 2014: $32,6572014Revenue 2015: $62,379Expenses 2015: $72,234Net Income 2015: -$9,8552015Revenue 2016: $58,036Expenses 2016: $73,708Net Income 2016: -$15,6722016Revenue 2017: $94,836Expenses 2017: $80,616Net Income 2017: $14,2202017Revenue 2018: $98,859Expenses 2018: $79,080Net Income 2018: $19,7792018Revenue 2019: $105,577Expenses 2019: $80,376Net Income 2019: $25,2012019Revenue 2020: $114,981Expenses 2020: $79,393Net Income 2020: $35,5882020Revenue 2021: $146,756Expenses 2021: $16,220Net Income 2021: $130,5362021Revenue 2022: $45,406Expenses 2022: $51,249Net Income 2022: -$5,8432022Revenue 2023: $99,777Expenses 2023: $78,057Net Income 2023: $21,7202023Revenue 2024: $865,010Expenses 2024: $85,352Net Income 2024: $779,6582024

Highlighted filing

2019

Revenue$105,577
Expenses$80,376
Net Income$25,201
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$105,577
Mission and Program Overview

Mission

The mission of the PSO is to perform and

The mission of the PSO is to perform and promote live symphonic music for Penfield and the Greater Rochester community and to provide an opportunity for highly qualified dedicated musicians

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$269,220$299,434▲ $30,214
Cash and Non-Interest-Bearing Accounts$8,109$5,133▼ $2,976
Land, Buildings, and Equipment, Net$2,475$2,350▼ $125
Prepaid Expenses and Deferred Charges$50$98▲ $48
Total Assets$279,854$307,239▲ $27,385
Other Assets Total-$224-
Liabilities
Deferred Revenue$7,936$10,184▲ $2,248
Accounts Payable and Accrued Expenses$1,256$1,091▼ $165
Total Liabilities$9,192$11,275▲ $2,083
Net Assets / Fund Balance
Unrestricted Net Assets$209,141$224,407▲ $15,266
Temporarily Rstr Net Assets$31,287$41,323▲ $10,036
Permanently Rstr Net Assets$30,234$30,234→ $0
Total Net Assets Fund Balance$270,662$295,964▲ $25,302
Total Liabilities and Net Assets / Fund Balance$279,854$307,239▲ $27,385

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,039-$2,039
Equipment$311$1,338$1,649
Land$0-$0

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$269,221$24,272▲ $8,110$2,169$299,434
2017$251,802$4,636▲ $17,417$4,634$269,221
2016$233,040$1,027▲ $33,735$16,000$251,802
2015$242,858$10,525▼ $4,817$15,526$233,040
2014$241,750$2,144▲ $114$1,150$242,858
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Dianne StengelOperations mgrPT$24,960$24,960
David HarmanMusic DirectorPT$11,733$11,733
William HuntConcertmaster-$5,668$5,668

Board Members and Trustees

NameTitle
Alan LowneCo-President
Carol LowneCo-President
Dan GriswoldPresident
Beverly VoosDirector
Jeanne GrayDirector
Julia FiguerasDirector
Lindsay BorglumDirector
Lynn FlemingDirector
Michael QuinnDirector
Nicole OzinkowskiDirector
Peggy HallDirector
Peter IglinskiDirector
Sue BrownDirector
Yvonne AdamsDirector
Helen ZimmermanOrchestra Representative
David MearTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,443
Program Service Revenue
$39,021
Investment Income
$5,033
Other Revenue
$3,080
All Other Contributions
$56,630
Change in Net Assets
$25,201
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$46,552
Other Expenses$33,824
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$17,084$24,960$0$42,044
Office Expenses$0$8,292$0$8,292
Occupancy$2,377$2,160$0$4,537
Insurance$242$3,233$0$3,475
Payroll Taxes$1,399$1,909$0$3,308
Advertising$2,836$0$0$2,836
Fees for Services Other$2,000$0$0$2,000
Comp Disqual Persons$1,200$0$0$1,200
Other Expenses$800$0$0$800
Royalties$598$0$0$598
All Other Expenses$0$225$0$225
Depreciation Depletion$125$0$0$125
Fees for Services Accounting$0$59$0$59
Total Functional Expenses$39,538$40,838$0$80,376
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Penfield Symphony Orchestra Inc
EIN
22-2517865
Phone
5858720774
Address
1587 Jackson Road, Penfield, NY 14526

Signing Officer

Name
Carol Lowne
Title
President
Phone
5858720774
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
14
Employees
4
Volunteers
75

Preparer

Firm
David J Mear CPA
Address
169 DALE RD, ROCHESTER, NY 14625
Preparer
David J Mear
Phone
5853815631
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board meeting”

Pt VI, Line 12C

“Forms are filled out.”

Pt VI, Line 15B

“Board meetings”

Pt VI, Line 15A

“Board meeting”

Pt VI, Line 2

“Co-presidents are married.”

Financial Statement Notes

Pt V, Line 4

“To fund programs and operating expenses”

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IRS990/InsuranceGrp/ProgramServicesAmt0242
IRS990/InsuranceGrp/TotalAmt03475
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05033
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0269220
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0299434
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01338
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02475
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02350
IRS990/LandBldgEquipCostOrOtherBssAmt03688
IRS990/LegalDomicileStateCd0NY
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0The mission of the PSO is to perform and promote live symphonic music for Penfield and the Greater Rochester community and to provide an opportunity for highly qualified dedicated musicians
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0270662
IRS990/NetAssetsOrFundBalancesEOYAmt0295964
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt02160
IRS990/OccupancyGrp/ProgramServicesAmt02377
IRS990/OccupancyGrp/TotalAmt04537
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08292
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt08292
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt0224
IRS990/OtherExpensesGrp/Desc0Printing
IRS990/OtherExpensesGrp/Desc1Concert expenses
IRS990/OtherExpensesGrp/Desc2Music expenses
IRS990/OtherExpensesGrp/Desc3Soloist fees
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt05680
IRS990/OtherExpensesGrp/ProgramServicesAmt13248
IRS990/OtherExpensesGrp/ProgramServicesAmt21949
IRS990/OtherExpensesGrp/ProgramServicesAmt3800
IRS990/OtherExpensesGrp/TotalAmt05680
IRS990/OtherExpensesGrp/TotalAmt13248
IRS990/OtherExpensesGrp/TotalAmt21949
IRS990/OtherExpensesGrp/TotalAmt3800
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Unrealized investment gains<losses>
IRS990/OtherRevenueMiscGrp/Desc1other
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/ExclusionAmt10
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03080
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt10
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03080
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt10
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt10
IRS990/OtherRevenueTotalAmt03080
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01909
IRS990/PayrollTaxesGrp/ProgramServicesAmt01399
IRS990/PayrollTaxesGrp/TotalAmt03308
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt030234
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt030234
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt050
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt098
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0Carol Lowne
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0711130
IRS990/ProgramServiceRevenueGrp/BusinessCd1711130
IRS990/ProgramServiceRevenueGrp/BusinessCd2711130
IRS990/ProgramServiceRevenueGrp/Desc0Ticket sales
IRS990/ProgramServiceRevenueGrp/Desc1Young Artist application fee
IRS990/ProgramServiceRevenueGrp/Desc2Program advertising
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/ExclusionAmt10
IRS990/ProgramServiceRevenueGrp/ExclusionAmt20
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022076
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1160
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt216785
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt10
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt20
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt043338
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04554
IRS990/PYOtherExpensesAmt033569
IRS990/PYOtherRevenueAmt012876
IRS990/PYProgramServiceRevenueAmt038091
IRS990/PYRevenuesLessExpensesAmt019779
IRS990/PYSalariesCompEmpBnftPaidAmt045511
IRS990/PYTotalExpensesAmt079080
IRS990/PYTotalRevenueAmt098859
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt025201
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt038861
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt0598
IRS990/RoyaltiesGrp/TotalAmt0598
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt056630
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt043338
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026876
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt026459
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt023847
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0177150
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05032
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04544
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03687
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03921
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04725
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021909
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt038861
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt037951
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt034223
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt034979
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt038712
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0184726
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt00

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$307,239
Liabilities
$11,275
Net assets
$295,964
Revenue
$105,577
Expenses
$80,376
Net income
$25,201
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.19$0.00$1.18$0.87$0.09$0.78
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.10$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.38$0.05$0.05$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.46$0.15$0.02$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.35$0.01$0.33$0.11$0.08$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.01$0.30$0.11$0.08$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.28$0.01$0.27$0.10$0.08$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.09$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.25$0.01$0.24$0.06$0.07$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.26$0.01$0.25$0.06$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.26$0.00$0.26$0.09$0.06$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.19$0.00$0.19$0.06
2011Summary only. Only limited summary data is available for this year.$0.19$0.01$0.18$0.13$0.06$0.07